BANX

ArrowMark Financial
BANX

Overview Fund Activity

30 hedge funds and large institutions have $26.3M invested in ArrowMark Financial in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.11M
2
TA
2
Tiedemann Advisors
New York
$235K
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.4M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$205K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.32M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$1.03M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.32M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$11.4M 573,736 +11,538 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.32M 167,496 +6,740 +4%
Stifel Financial
3
Stifel Financial
Missouri
$3.11M 157,308 +12,277 +8%
UCFA
4
United Capital Financial Advisors
Texas
$1.32M 66,600 -26,650 -29%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.31M 66,000 – –
HCM
6
Hilton Capital Management
New York
$1.03M 52,255 -165,922 -76%
Truist Financial
7
Truist Financial
North Carolina
$994K 50,238 -4,832 -9%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$489K 24,656 -10,131 -29%
OGC
9
Oak Grove Capital
New Hampshire
$421K 21,285 – –
CCA
10
Cadent Capital Advisors
Oklahoma
$392K 19,808 +6,324 +47%
BA
11
Bard Associates
Illinois
$377K 19,060 +500 +3%
VHAM
12
Van Hulzen Asset Management
California
$327K 16,500 – –
CHAM
13
Clear Harbor Asset Management
Connecticut
$280K 14,164 – –
TA
14
Tiedemann Advisors
New York
$235K 11,863 +11,863 New
ACH
15
ArrowMark Colorado Holdings
Colorado
$221K 11,168 +141 +1%
BRWA
16
B. Riley Wealth Advisors
Florida
$205K 10,340 +10,340 New
IC
17
IEQ Capital
California
$204K 10,300 -500 -5%
Morgan Stanley
18
Morgan Stanley
New York
$162K 8,186 -844 -9%
Bank of America
19
Bank of America
North Carolina
$151K 7,630 +2,200 +41%
BEI
20
Benjamin Edwards Inc
Missouri
$132K 6,659 -1,085 -14%
UBS Group
21
UBS Group
Switzerland
$49K 2,493 +1,369 +122%
SCA
22
Stonebridge Capital Advisors
Minnesota
$38K 1,900 +1,900 New
APA
23
American Portfolios Advisors
New York
$35.5K 1,794 -308 -15%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$33K 1,700 – –
Wells Fargo
25
Wells Fargo
California
$31K 1,588 -1,200 -43%
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